> ## Documentation Index
> Fetch the complete documentation index at: https://docs.leapchange.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Microsoft 365 integration

> Connect to Microsoft 365 for user sync and Teams messaging

Connect Leap Change to Microsoft 365 to sync users from Entra ID (Azure AD) as stakeholders and send messages via Microsoft Teams.

## Features

### Entra ID user sync

* Import users as stakeholders
* Sync profile information (name, email, department, job title)
* Keep data synchronized automatically
* Import organizational hierarchy

### Microsoft Teams messaging

* Send direct messages to stakeholders
* Deliver survey invitations via Teams
* Channel monitoring for change discussions
* Interactive bot conversations

## Connecting Microsoft 365

1. Go to **Settings** > **Integrations**
2. Click on **Microsoft 365**
3. Click **Connect**
4. Sign in with your Microsoft admin account
5. Review and grant permissions
6. Connection is established

## Required permissions

The integration requests these Microsoft Graph permissions:

| Permission         | Purpose                  |
| ------------------ | ------------------------ |
| **User.Read.All**  | Read user profiles       |
| **Group.Read.All** | Read group memberships   |
| **Mail.Send**      | Send email notifications |
| **Chat.ReadWrite** | Send Teams messages      |

<Note>
  Your Microsoft 365 admin may need to grant consent for the application depending on organizational policies.
</Note>

## Configuring user sync

### Sync frequency

Choose how often to sync users:

| Option          | Description                         |
| --------------- | ----------------------------------- |
| **Manual**      | Sync only when you click the button |
| **Daily**       | Automatic sync once per day         |
| **Twice daily** | Sync morning and evening            |
| **Weekly**      | Sync once per week                  |

### Merge strategy

When a synced user already exists as a stakeholder:

| Strategy           | Behavior                                   |
| ------------------ | ------------------------------------------ |
| **Entra wins**     | Microsoft data overwrites Leap Change data |
| **Leap wins**      | Keep existing Leap Change data             |
| **Skip conflicts** | Don't update conflicting records           |

### Group filtering

Limit sync to specific Entra ID groups:

1. Click **Configure Groups**
2. Select which groups to include
3. Only members of selected groups will sync

This is useful when you don't want to import all organization users.

### Group sync

Optionally sync Entra groups as stakeholder groups:

* Creates matching groups in Leap Change
* Maintains membership automatically
* Updates on each sync

## Using Teams messaging

### Sending direct messages

Send a message to a stakeholder via Teams:

1. Open the stakeholder profile
2. Click **Send Teams message**
3. Compose your message
4. Click **Send**

<Note>
  The stakeholder must be synced from Entra ID and have a Teams account.
</Note>

### Channel monitoring

Monitor Teams channels for change-related discussions:

1. Go to integration settings
2. Click **Configure channels**
3. Add channels to monitor
4. Set keywords to watch for

When keywords are mentioned, you'll receive notifications in Leap Change.

## Viewing sync status

The integration page shows:

| Metric             | Description               |
| ------------------ | ------------------------- |
| **Last sync**      | When sync last ran        |
| **Records synced** | Users imported or updated |
| **Errors**         | Any sync failures         |
| **Sync history**   | Log of recent syncs       |

## Troubleshooting

### Connection failed

1. Verify you have Microsoft 365 admin rights
2. Check if consent is blocked by policies
3. Try disconnecting and reconnecting

### Users not syncing

1. Verify users are in the selected groups
2. Check sync frequency settings
3. Look for errors in sync history

### Teams messages not delivered

1. Confirm stakeholder has a Teams account
2. Verify the stakeholder was synced from Entra
3. Check if external messaging is allowed

## Disconnecting

To remove the Microsoft 365 connection:

1. Go to the integration settings
2. Click **Disconnect**
3. Confirm the action

<Warning>
  Disconnecting stops all syncs. Previously synced stakeholders remain but won't receive updates.
</Warning>